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Recommended Opportunity Notifications by Role Type

Patient Opportunities

Opportunity Type

Product(s)

Recommended Champion(s)

Why

Reacquire Patient

Hospital Alerts, CheckUp Calls

Admissions, Marketing, Intake

They manage referrals, census growth, and hospital case manager relationships.

Prevent Hospitalization

Hospital Alerts, CheckUp Calls

Admissions, Marketing, Intake

They track readmission risk and intervene to protect census and partnerships.

Improve Satisfaction

CheckUp Calls, Resident Surveys

Social Services, Clinical Manager (ADON, Unit Manager, MDS)

Social Services manages discharge process and grievances; Clinical Managers address care concerns.

Positive Pt Feedback

CheckUp Calls, Resident Surveys

Social Services, Clinical Manager

Both oversee patient satisfaction and care experience.

Clinical Need

CheckUp Calls (HH only)

Clinical Manager (ADON, Unit Manager, DON)

Responsible for addressing patient care concerns.

Patient Compliance

CheckUp Calls, Resident Surveys

DON, Clinical Manager

Accountable for ensuring compliance issues are addressed.


 

Employee Opportunities

Opportunity Type

Product(s)

Recommended Champion(s)

Why

Prevent Turnover

Employee Surveys

HR Rep/Manager/Director, Office Manager (HHAs)

They own employee retention and internal support.

Learn from Turnover

Employee Surveys

HR Rep/Manager/Director

They track exit feedback to improve retention.

Positive Feedback

Employee Surveys

HR Rep/Manager/Director

Provides insights into engagement and morale.

Employee Compliance

Employee Surveys

HR Rep/Director, Regional HR/Clinical Leaders

Responsible for addressing compliance concerns.

Praised Employees

CheckUp Calls

Social Services, Clinical Manager

Ensures recognition of staff, boosting morale.

Complaints About Employees

CheckUp Calls

Social Services, Clinical Manager

Responsible for addressing grievances tied to care or staff.


 

Product-Specific Champion Recommendations

Product

Recommended Champion(s)

Why

Hospital Alerts / Transition Manager

Admissions, Intake, Marketing

They manage referrals, relationships with hospitals, and census growth.

CheckUp Calls

Social Services + Clinical Manager (ADON, Unit Manager, MDS)

Responsible for discharge planning, satisfaction, and clinical issues.

Reputation Manager

Admissions

Manages census, marketing, and online reputation (Google reviews).

Resident Surveys

Social Services + Activities

Social Services addresses grievances; Activities run resident councils and engagement.

Employee Surveys

HR Rep/Manager/Director, Office Manager (for HHAs)

Owns hiring, retention, and employee feedback.

Compliance Alerts

Executive Director, DON (with Regional HR/Clinical Leaders monitoring)

Ultimately accountable for compliance issues in surveys and inspections.